PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Nicolet National Bank
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Nicolet National Bank

EIN 39-1990426-banking-Latest filing 2025
Plans
2
Retirement
1
$148.2M assets
Health & Benefits
1
$792K premiums
Participants
2,182
111 NORTH WASHINGTON STREET - GREEN BAY, WI 54301920-617-8145nicoletbank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#001401(k)-$148.2M - 1,198 part#506Mixed-$792K - 1,329 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $792K premiums / 1,329 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$738K
  • Life$624K
  • Short-term disability$624K
  • Long-term disability$624K
  • Vision$54K
Total $792K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

NICOLET NATIONAL BANK 401(K) PLAN

401(k)

Assets$148.2M
Participants1,198
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506

NICOLET NATIONAL BANK EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$792K
Covered lives1,329
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001NICOLET NATIONAL BANK 401(K) PLAN401(k)$148.2M1,1982025
  • NICOLET NATIONAL BANK 401(K) PLAN$148.2M
    #001 · 401(k) · 20251,198

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#506NICOLET NATIONAL BANK EMPLOYEE HEALTH AND WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$792K1,3292025
  • NICOLET NATIONAL BANK EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN$792K
    #506 · Mixed · RELIASTAR LIFE INSURANCE COMPANY · 20251,329
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica